- Macro View Video
- 07/06/2019
This year’s risk rally rested on three pillars, two of which now have cracks: trade talks have deteriorated sharply and global growth is cooling off from an artificially strong Q1. The third pillar is standing strong: the Fed is turning ever more dovish.
Those cracks are making financial conditions less stable. Will president Trump obey the ‘reality principle’ soon enough? How to position investments through summer and beyond?
Vincent Chaigneau, Head of Research, deals with these questions and more in our latest Market video!
Those cracks are making financial conditions less stable. Will president Trump obey the ‘reality principle’ soon enough? How to position investments through summer and beyond?
Vincent Chaigneau, Head of Research, deals with these questions and more in our latest Market video!
Find out more: watch the video and read the latest Market Perspectives!
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The Global Covid Crisis (GCC) has had a profound impact not just on our lives but also the economy and financial markets. Even after those life-changing developments and sharp market movements, our 5-year total return forecasts have not changed dramatically. We reiterate the view that future returns will fall very short of historical ones, particularly those of the past ten years.
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Q4 INVESTMENTS VIEW | THE NEW AGE OF FINANCIAL REPRESSION
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Listen to the dedicated Podcast by Vincent Chaigneau, Head of Research, on the executive summary of the latest Investment View Report released by our Research team.
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Listen to the dedicated Podcast by Vincent Chaigneau, Head of Research, on our view on the economic recovery, new behaviours in the aftermath of the pandemic and the unique opportunities for a European fiscal and political integration.
